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NORTHWESTERN UNIVERSITY
633 CLARK ST, EVANSTON, IL 60208 • 847-491-7050
Market Value
$56M
-9.6%
Holdings
4
-1
New Purchases
0
Added To
0
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
25.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 100.0% |
| Energy | 0.0% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $48M | 85.3% |
| Mid Cap | 2 | $8M | 14.4% |
| Micro Cap | 1 | $170K | 0.3% |
Portfolio Analytics
Avg Market Cap
$265.1B
Median Market Cap
$6.1B
Avg P/E
23.3
Median P/E
23.3
Avg Dividend Yield
0.00%
Avg Beta
1.55
# Stocks
4
# ETFs / Funds
0
Top Holdings (4 total)
Sold Out Positions
| Symbol | Value | % Port |
|---|---|---|
| TEM | — | —% |